Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Brunson is a registered Investment Advisor Representative at Index Fund Advisors, Inc. Mary Elizabeth has been in the industry since February 2007 and is registered with the states of California, Louisiana, and Texas. Mary Elizabeth is a Series 65 licensed professional and specializes in portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Mary Elizabeth's firm, Index Fund Advisors, Inc., is located in Irvine, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
04/20/2007 - Present
Index Fund Advisors, Inc. (IRVINE CA)
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mary Brunson is the right advisor for you? Invested Better is here to help.
